IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.44B
AUM Growth
+$869M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$104M
3
+$89.2M
4
LAD icon
Lithia Motors
LAD
+$63.6M
5
VTRS icon
Viatris
VTRS
+$61.5M

Top Sells

1
+$171M
2
+$122M
3
+$73.8M
4
MLM icon
Martin Marietta Materials
MLM
+$71M
5
EFX icon
Equifax
EFX
+$54.2M

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 22.56%
3 Healthcare 18.8%
4 Financials 11.57%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$253M 4.61%
18,673,403
-919,124
2
$218M 3.96%
3,293,662
-81,490
3
$216M 3.93%
1,235,019
-90,103
4
$205M 3.73%
4,573,946
-149,219
5
$204M 3.72%
4,005,287
-1,447,674
6
$186M 3.38%
156,715
+2,478
7
$185M 3.36%
18,714,566
+3,521,531
8
$168M 3.06%
2,064,158
+341,335
9
$165M 3%
991,199
-13,487
10
$164M 2.99%
777,762
-34,335
11
$164M 2.98%
509,759
-62,628
12
$153M 2.78%
1,324,337
-64,328
13
$142M 2.58%
1,031,943
-216,953
14
$140M 2.54%
2,284,406
+491,883
15
$137M 2.49%
1,211,342
+1,188,948
16
$135M 2.46%
716,107
-6,426
17
$133M 2.42%
2,644,447
+595,598
18
$133M 2.41%
7,073,268
+3,283,914
19
$132M 2.4%
1,242,712
-180,664
20
$124M 2.25%
6,513,435
+79,081
21
$122M 2.23%
575,954
-142,881
22
$118M 2.14%
2,305,443
-69,603
23
$113M 2.07%
2,822,986
+7,490
24
$107M 1.95%
2,888,650
+220,848
25
$104M 1.89%
+1,005,127
1
2 3 4